Learn how to send a proposal to prospective clients in just a few clicks.
What it does: Allows you to create and send a professionally designed proposal to prospective clients in minutes.
Purpose: Saves you time by emailing a copy of your proposal to your clients digitally.
*Not available with Pro plans.
Prerequisites*: A proposal must have been drafted and is ready to be sent.
*Requirements to send a proposal.
Available On: Free, Pro, Premium & Elite Plans
Step 1: Log onto your Roofr dashboard and click the “Proposals” button on the left side navigation.
Step 2: Click on the proposal you want to send.
Step 3: Review the information to ensure everything is included and that it’s all correct.
Step 4: Once you’re done, click the “Review and send” button.
Step 5: Next, enter your customer's name, email, and phone number.
Note: This information will be used to email your customer a copy of the proposal to get their e-signature, and to include their details on the cover page of the proposal. E-signatures are not available on Pro plans.
Step 6: Once you’ve added their details, click the “Review and send” button.
Step 7: When you’re ready to send off to your customer, click the “Send to customer” button.
Step 8: Then, review the email address, and add a personalized message.
Step 9: Once you’re ready to send, click the “Send proposal” button, and you're done! Your customer will receive an email with your proposal attached. They can also open and e-sign the proposal digitally from their email.
To learn how to create a proposal, click here.
On the “Send to customer” screen:
After sending the proposal:
Learn how to add multiple signatures or initials to text sections in a proposal.